*Tax Preparation
*Financial Planning
*Investments
*Life Insurance
*Disability Insurance
*Long Term Care Insurance
*Health Insurance
Securities and advisory services offered
through Packerland Brokerage Securities, Inc.,
an unaffiliated entity, Member FINRA & SIPC.
Check the background of this financial
professional on FINRA'S Brokercheck
FORM CRS (client relationship summary disclosure)
CERTIFIED FINANCIAL PLANNER®
CHARTERED FINANCIAL CONSULTANT®
UW-MADISON GRADUATE WITH A
DEGREE IN FINANCE & INVESTMENTS
REGISTERED TAX RETURN PREPARER
WAUKESHA COUNTY RESIDENT-26 YEARS
Contact Me Today!
Paul Pretti, ChFC®, CFP®
Financial Advisor
262-432-1268
paul.pretti@badgerstatefinancial.com
